Nicholas James Peterson

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 01/2021
  Peterson & Associates Cpa Inc.
  Orem, UT
• 08/2011 → Present
  World Financial Group, Inc.
  Orem, UT
• 11/2014 → 12/2024
  Corecap Advisors, Llc
  Southfield, MI
• 11/2014 → 12/2016
  Corecap Investments
  Southfield, MI
• 01/2021 → Present
  Peterson Harris
  Orem, UT
• 12/2024 → Present
  Creativeone Wealth, Llc
  Overland Park, KS

Previous Registrations

• 2014-11-17 → 2024-12-18
  Corecap Advisors
  Orem, UT
  Southfield, MI
• 2012-02-02 → 2014-11-13
  Transamerica Financial Advisors, Llc
  Orem, UT

Other Businesses

1.) Finest Food Funding, LLC; Not investment related; 1432 East 840 North Orem UT 84097; owns a loan with collateral; Member of the LLC; 3/2023; 0 hrs/mo; 0 hrs/mo; I provided capital 2.) PH, LLC; not investment related; 432 East 840 North Orem UT 84097; Tax Planning; Owner; 10/2021; 1 hr/mo; 1 hr/mo; Pass-through tax entity from CPA business 3.) CreativeOne; investment related; 6330 Sprint Parkway Suite 400 Overland Park, KS 66211; FMO; Agent; 11/2024; 40 hrs/mo; 40 hrs/mo; Insurance/Annuity Sales 4.) PKH LLC; not investment related; 1432 East 840 North Orem UT 84097; Nutritional Supplement sales; Owner; 08/2024; 10 hrs/mo; 0 hrs/mo; Networking 5.) Doterra; not investment related; 2289 East 430 South Spanish Fork UT 84660; Essential Oil Sales and Marketing; Sole Proprietor; 11/2024; 10 hrs/mo; 0 hrs/mo; Networking 6.) Red Oak Capital Holdings; investment related; 2289 East 430 South Spanish Fork UT 84660; private placements that I own personally; these are investments not held at a custodian; 01/2022; 0 hrs/mo; 0 hrs/mo 7.) Peterson Harris Inc; investment related; 1432 East 840 North Orem UT 84097; DBA; President; 12/2021; 200 hrs/mo; 150 hrs/mo 8.) Burrow Chronicles LLC; not investment related; 220 S 2500 W Pleasant Grove, UT 84062; This is a company that has historical documents that I want to participate in donating to a museum; 10/2025; 0 hrs/mo; 0 hrs/mo

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-07-24
• S65 Uniform Investment Adviser Law Examination
  2011-12-16

Other Names

• Nicholas James Peterson
• Nick James Peterson
• Nicholas Peterson